Search this site
Embedded Files
Skip to main content
Skip to navigation
GreeneStep Help
Home
Documentation
BackOffice ERP CRM
CRM Cloudfront Portal
CRM Process Automation
Ecommerce Webstore
Warehouse Automation
Help Desk Ticketing
References
FAQs
Getting Started
Implementation
Customizations
3rd Party Integrations
Technical References
How-to-do Videos
GreeneStep Help
Home
Documentation
BackOffice ERP CRM
CRM Cloudfront Portal
CRM Process Automation
Ecommerce Webstore
Warehouse Automation
Help Desk Ticketing
References
FAQs
Getting Started
Implementation
Customizations
3rd Party Integrations
Technical References
How-to-do Videos
More
Home
Documentation
BackOffice ERP CRM
CRM Cloudfront Portal
CRM Process Automation
Ecommerce Webstore
Warehouse Automation
Help Desk Ticketing
References
FAQs
Getting Started
Implementation
Customizations
3rd Party Integrations
Technical References
How-to-do Videos
Users Login and Access Securities
User Login Setup, Securities and Projects Task Collaboration
Create User and Update all fields and extended data relevant for auto emails
User Group/Departments and Assign User rights to User Groups
Assign User Rights and Verify logging as the User
Project Creation and linking the same to Sales Order and also in Tasks
Projects Analysis and Status Updates
Create Task, Update and Close
Review and verify Operation Reports Regularly
Email Transaction Setup
How to Email Reports?
Auto Invoice Service Products
Commission for Outside Salesman
Commission for Sales Representative
Company Prerequisites
Create Company
Sending Emails to Different Email Ids
Update Issues
Pricing and Discounts
Legacy Transactions
Linking a product to the task
Creating and Updating User Master
Option to set pricing group to override list for pricing calculation
Quick Links - Frequently Used Screens and Reports
How to Set Up a Mail Server?
How to set/remove a Customer on hold automatically?
Email Scheduler
Report abuse
Report abuse